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(Updated with response from Meta spokesperson in the seventh paragraph.) Meta Platforms (META), A

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By Avinash P and Purvi Agarwal Aug 21 (Reuters) - The main U.S. stock indexes recovered on Friday after a hammering in the previous session, though markets were still on track to end the week in the

Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.

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(Updated with response from Google spokesperson in sixth paragraph.) Meta Platforms (META), Alpha

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Marvell Gains as Google Expands Custom AI Chip Push: What Comes Next

Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.

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Modine (NYSE:MOD) shares rose more than 5% in pre-market trading on Friday after Hunterbrook Media published a bullish report suggesting the company’s data centre cooling opportunity could be substantially larger than its public disclosures currently imply. Hunterbrook said its affiliated investment firm holds a long position in Modine and pointed to internal planning information discovered on GitHub that it said indicates nearly $23 billion of modelled demand from major data centre customers.

After 26 years locked at the same price, QQQ finally cut its fee, and it still costs twice as much as its closest rival. Whether that gap matters depends on a distinction most investors have never thought to make.

Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.

Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of its peers' multiples while growing faster than either of them.

Nevada regulators voted Thursday to approve Las Vegas robotaxi permits for Tesla, Uber and Google's Waymo. They'll join Amazon's Zoox.

(Updated with response from Snap spokesperson in fifth paragraph.) Meta Platforms (META), Alphabe

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a simple dip-buying reflex.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco...

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, ‌they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started ‌to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.

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Alphabet's (GOOGL) Google has been directed by India to shut down hundreds of accounts on its Fireba

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After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

AI data centers need more than chips. Dell, Celestica, Lumentum and Vertiv are poised to benefit from surging demand for critical infrastructure.

He was known as one of the world’s best investors, until he got smacked down by the financial crisis. But almost 20 years later, his ideas and legacy resonate strongly.

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco ruled that prosecutors failed to provide sufficient evidence that Ding knew or intended his actions would benefit the Chinese government, a requirement for economic espionage charges, Reuters re

The chipmaker attached a stock award to its newest custom chip deal -- one installment for every $500 million its buyer spends. Collecting all of them takes 240.

Berkshire just loaded up on Alphabet shares during Q2.

BlackRock and Vanguard ETFs will be loading up on SpaceX as more shares are available for trading on the Nasdaq.

Jefferies expects Marvell to report a ‘beat and raise’ quarter ahead of the company's earnings print due on August 27.

Alphabet (NasdaqGS:GOOGL) has expanded its AI chip partnership with Marvell Technology, focusing on custom processors for AI workloads. The agreement includes an option that could allow Google to acquire a significant stake in Marvell based on directed chip design and manufacturing business. The move adds a new external chip partner alongside Alphabet's in house TPU efforts and reduces reliance on dominant third party GPU suppliers. The partnership targets growing demand for AI compute...

Warren Buffett may have stepped down as Berkshire Hathaway’s CEO, but he says the Alphabet investment was his idea. That bet has now become quite enormous. Berkshire Hathaway disclosed on August 14 that it increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 83% during the second quarter to nearly 106 million shares worth about $37.8 […]

Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI ‌chip financing deal that will benefit Anthropic and other companies, ‌Bloomberg News reported on Thursday, citing people familiar with the matter. The financing could include a roughly $30 ​billion junior debt tranche, while the chip designer would guarantee a part of a senior-secured tranche that could range from about $60 billion to $70 billion, the report said. Broadcom plays a crucial role in helping design custom chips for firms like Alphabet and Meta, as tech companies ⁠look to develop chips in-house to reduce their reliance on market leader Nvidia.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

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